Estate and Trust Law


Estate and Gift Tax Study Group

Members of the MSBA Section of Estates & Trusts are invited to attend monthly meetings of the Estate and Gift Tax Study Group. The Study Group generally meets on the third Thursday of each month.

Contact: Locations:

Gal Nathan Kaufman, Esquire, Co-Chair
Offit Kruman
4800 Montgomery Ln
Bethesda, Maryland 20814
Telephone: 240-507-1709
gkaufman@offitkurman.com

Rob Owings, J.D., CFP®, Co-Chair
Wells Fargo, N.A.
7 Saint Paul Street, 2nd Floor
Baltimore, Maryland 21202
Telephone: 443-977-8640
Robert.B.Owings@wellsfargo.com

Ober Kaler
100 Light Street
19th Floor
Baltimore, Maryland

Shulman Rogers
12505 Park Potomac Avenue
6th Floor
Potomac, Maryland

2013-2014 Schedule
Meeting Time: 11:45am - 1:00 pm
Date Speaker Topic
October 17, 2013 Fred Franke
Law Office of Frederick R. Franke, Jr., LLC
DOMA
November 21, 2013 Danielle M. Cruttenden Maryland Law & the Posthumous Use of Genetic Material
December 19, 2013    
January 16, 2014    
February 20, 2014    
March 20, 2014    
April 17, 2014    
May 15, 2014    
June 20, 2014    
If you are interested in joining the study group, please complete the statement and return to
Rob Owings, J.D., CFP®, Co-Chair
Wells Fargo, N.A.
7 Saint Paul Street, 2nd Floor
Baltimore, Maryland 21202
Telephone: 443-977-8640
Robert.B.Owings@wellsfargo.com